Purchases and Sales Made in Q2 2021 in Wisdomtree U.S. Smallcap Fund (EES)

EES Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q2 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. SMALLCAP FUND .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
536K
New
$25M - $27.5M
536K $29.1M
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
83.7K
New
$3.91M - $4.3M
83.7K $4.54M
Aug 16, 2021 Q2 2021
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
72.1K
New
$3.37M - $3.7M
72.1K $3.91M
Aug 13, 2021 Q2 2021
Ubs Group Ag

BUY
 -
44.8K
+ 7.29%
$2.09M - $2.3M
659K $35.8M
Aug 16, 2021 Q2 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
24.3K
New
$1.13M - $1.25M
24.3K $1.32M
Aug 16, 2021 Q2 2021
First Heartland Consultants, Inc.

BUY
 -
24.1K
New
$1.13M - $1.24M
24.1K $1.31M
Jul 28, 2021 Q2 2021
Kestra Advisory Services, LLC

BUY
 -
12.1K
+ 168.82%
$564K - $619K
19.2K $1.04M
Jul 30, 2021 Q2 2021
Clear Creek Financial Management, LLC

BUY
 -
7.75K
New
$362K - $398K
7.75K $421K
Aug 13, 2021 Q2 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.23K
+ 16.92%
$338K - $371K
50K $2.71M
Aug 16, 2021 Q2 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
7.1K
+ 4.78%
$332K - $365K
156K $8.45M
Aug 13, 2021 Q2 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.21K
+ 14.82%
$290K - $319K
48.1K $2.61M
Aug 02, 2021 Q2 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.9K
+ 12.55%
$276K - $303K
52.9K $2.87M
Aug 24, 2021 Q2 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
5.86K
New
$274K - $301K
5.86K $318K
Jul 30, 2021 Q2 2021
Essex Financial Services, Inc.

BUY
 -
5.64K
New
$264K - $290K
5.64K $306K
Aug 09, 2021 Q2 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
4.98K
New
$233K - $256K
4.98K $270K
Aug 12, 2021 Q2 2021
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
4.62K
New
$216K - $237K
4.62K $251K
Aug 10, 2021 Q2 2021
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
4.43K
+ 2.51%
$207K - $227K
181K $9.82M
Jul 29, 2021 Q2 2021
Essex Savings Bank

BUY
 -
4.2K
New
$196K - $216K
4.2K $228K
Jul 27, 2021 Q2 2021
Klingman & Associates, LLC

BUY
 -
4.05K
New
$189K - $208K
4.05K $220K
Jul 30, 2021 Q2 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.31K
+ 53.9%
$154K - $170K
9.44K $512K
Aug 11, 2021 Q2 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.26K
+ 1.27%
$152K - $167K
260K $14.1M
Aug 16, 2021 Q2 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.01K
+ 1.37%
$141K - $155K
222K $12.1M
Aug 17, 2021 Q2 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.76K
+ 65.62%
$129K - $142K
6.98K $379K
Jul 19, 2021 Q2 2021
Stratos Wealth Partners, Ltd.

BUY
 -
2.39K
+ 18.29%
$112K - $123K
15.5K $839K
Aug 16, 2021 Q2 2021
Exodus Point Capital Management, LP

New York, NY
BUY
 -
1.97K
New
$92.2K - $101K
1.97K $107K
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
1.94K
+ 36.28%
$90.4K - $99.4K
7.27K $395K
Aug 12, 2021 Q2 2021
Bank Of Montreal

Toronto, A6
BUY
 -
1.75K
New
$81.9K - $89.9K
1.75K $95.1K
Aug 11, 2021 Q2 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.54K
+ 13.72%
$71.9K - $78.9K
12.8K $692K
Aug 12, 2021 Q2 2021
Private Advisor Group, LLC

BUY
 -
1.25K
+ 9.61%
$58.4K - $64.2K
14.3K $774K
Aug 09, 2021 Q2 2021
Meeder Asset Management Inc

BUY
 -
673
+ 8.95%
$31.4K - $34.5K
8.2K $445K
Aug 12, 2021 Q2 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
504
New
$23.5K - $25.9K
504 $27.4K
Jul 29, 2021 Q2 2021
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
353
+ 3.11%
$16.5K - $18.1K
11.7K $635K
Aug 13, 2021 Q2 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
341
New
$15.9K - $17.5K
341 $18.5K
Jul 15, 2021 Q2 2021
Global Retirement Partners, LLC

BUY
 -
315
+ 14.23%
$14.7K - $16.2K
2.53K $137K
Aug 16, 2021 Q2 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
301
+ 0.97%
$14.1K - $15.5K
31.4K $1.7M
Jul 28, 2021 Q2 2021
New Square Capital LLC

BUY
 -
290
+ 8.81%
$13.5K - $14.9K
3.58K $194K
Aug 13, 2021 Q2 2021
Barclays PLC

London, X0
BUY
 -
290
New
$13.5K - $14.9K
290 $15.7K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
92
New
$4.3K - $4.72K
92 $4.99K
Jul 20, 2021 Q2 2021
Kmg Fiduciary Partners, LLC

BUY
 -
54
+ 0.67%
$2.52K - $2.77K
8.15K $442K
Aug 12, 2021 Q2 2021
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
12
+ 0.28%
$561 - $616
4.36K $236K
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 0.04%
$93.4 - $103
5.38K $292K
Aug 09, 2021 Q2 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1
+ 0.05%
$46.7 - $51.3
1.97K $107K
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

SELL
 -
-29
- 1.15%
$1.35K - $1.49K
2.49K $135K
Jul 27, 2021 Q2 2021
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-50
- 0.23%
$2.34K - $2.57K
21.9K $1.19M
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-56
Closed
$2.62K - $2.87K
0 $0
Aug 10, 2021 Q2 2021
Means Investment Co., Inc.

SELL
 -
-90
- 0.46%
$4.2K - $4.62K
19.3K $1.05M
Aug 02, 2021 Q2 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-100
- 6.84%
$4.67K - $5.13K
1.36K $73.9K
Jul 08, 2021 Q2 2021
Lvm Capital Management LTD

SELL
 -
-120
- 1.69%
$5.61K - $6.16K
6.98K $379K

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